How do I add an office location for the staff member?
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Last modified 1/8/2024 2:36:21 AM EST |
Added by TaxBandits Team
To add an office location for the staff member, you first need to add an office location. Then, you can select the office location and assign it to the staff member.
After assigning an office location to the staff member, the staff can manage all the businesses associated with that office location.
To add an office location, follow the steps below:
- Click the Grid menu and select Account Settings.
- Select “Manage Office Location” to add a location.
- Click the “Add Office Location” button.
- Give the office location name and description. Once given, click Add Office Location. A new office location will be added.
- To add businesses to the office location, click Assign Business.
- Select all the businesses you want to assign to the office location and click “Add to this Location.”
- Once the businesses have been added to the office location, click “Assign Staff” next to the office location to assign staff members to manage the businesses in this office location.
- Select the staff members and click “Assign to this Location.”
- Once the office location has been added, you can manage all the office locations in one place, including the businesses and staff members assigned to them.
